Ddd Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 102Value: $823.1MLatest: 2025Q1

DDD Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 102 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "INMD",
  "MP",
  "SNOW",
  "FNDF",
  "FNDA",
  "ABNB",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "GMAB",
  "CLIR",
  "CMI",
  "EXPD",
  null,
  null,
  "GIS",
  "HD",
  "QCOM",
  "ISRG",
  "META",
  "MVIS",
  "IJH",
  "RELL",
  null,
  "RBOT",
  "DSX",
  "SYM",
  "MDT",
  "MSFT",
  "ENPH",
  "OXY",
  "IJR",
  null,
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "SCHX",
  "NOW",
  "RTX",
  null,
  "SBUX",
  "TGT",
  "UBER",
  "UPS",
  "AGNC",
  "ARLO",
  "NWPX",
  "IEF",
  "RMD",
  null,
  "RACE",
  "AMZN",
  null,
  "HII",
  null,
  "VUG",
  null,
  "VOO",
  "VTV",
  "V",
  "ELAN",
  "SCHD",
  "SO",
  "ON",
  "RYAM",
  "ORI",
  "DINO",
  "LYB",
  null,
  "GWW",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "GTLS",
  "CIEN",
  "CB",
  "CSCO",
  "CMCSA",
  "CPRT",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "DVN",
  "MCO",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 102
Total Value: 823071093
Accession Number: 0001729673-25-000005
Form Type: 13F-HR
CIK: ddd-partners
Manager Name: Ddd-Partners

Data Enrichment

90% identified

92 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $823.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:130.9K

Value:$69.7M

% of Portfolio:8.5% ($69.7M/$823.1M)

MICROSOFT CORP

MSFT|594918104

Shares:135.8K

Value:$51.0M

% of Portfolio:6.2% ($51.0M/$823.1M)

Apple Inc.

AAPL|037833100

Shares:155.8K

Value:$34.6M

% of Portfolio:4.2% ($34.6M/$823.1M)

AMAZON COM INC

AMZN|023135106

Shares:171.6K

Value:$32.6M

% of Portfolio:4.0% ($32.6M/$823.1M)

Chubb Ltd

CB|H1467J104

Shares:81.4K

Value:$24.6M

% of Portfolio:3.0% ($24.6M/$823.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:25.8K

Value:$24.4M

% of Portfolio:3.0% ($24.4M/$823.1M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:620.6K

Value:$24.3M

% of Portfolio:3.0% ($24.3M/$823.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:145.3K

Value:$24.1M

% of Portfolio:2.9% ($24.1M/$823.1M)

COMCAST CORP

CMCSA|20030N101

Shares:641.2K

Value:$23.7M

% of Portfolio:2.9% ($23.7M/$823.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:112.5K

Value:$23.6M

% of Portfolio:2.9% ($23.6M/$823.1M)

SOUTHERN CO

SO|842587107

Shares:251.6K

Value:$23.1M

% of Portfolio:2.8% ($23.1M/$823.1M)

CHEVRON CORP

CVX|166764100

Shares:138.3K

Value:$23.1M

% of Portfolio:2.8% ($23.1M/$823.1M)

Medtronic plc

MDT|G5960L103

Shares:247.3K

Value:$22.2M

% of Portfolio:2.7% ($22.2M/$823.1M)

GENERAL MILLS INC

GIS|370334104

Shares:364.8K

Value:$21.8M

% of Portfolio:2.7% ($21.8M/$823.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:351.1K

Value:$21.7M

% of Portfolio:2.6% ($21.7M/$823.1M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:186.1K

Value:$20.5M

% of Portfolio:2.5% ($20.5M/$823.1M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:285.5K

Value:$20.1M

% of Portfolio:2.4% ($20.1M/$823.1M)

CUMMINS INC

CMI|231021106

Shares:59.2K

Value:$18.6M

% of Portfolio:2.3% ($18.6M/$823.1M)

NORTHWEST PIPE CO

NWPX|667746101

Shares:448.5K

Value:$18.5M

% of Portfolio:2.3% ($18.5M/$823.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:119.3K

Value:$18.3M

% of Portfolio:2.2% ($18.3M/$823.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	130.9K	QoQ -3.82% (-5.2K) YoY -14.55% (-22.3K)	All Managers (Combined)	$69.7M	8.5% ($69.7M/$823.1M)	QoQ +12.99% (-$8.0M) YoY +8.21% (-$5.3M)
MICROSOFT CORP(MSFTcusip594918104)	135.8K	QoQ -0.22% (-308) YoY +9.88% (-12.2K)	All Managers (Combined)	$51.0M	6.2% ($51.0M/$823.1M)	QoQ -11.14% (-$6.4M) YoY -1.95% (-$1.0M)
Apple Inc.(AAPLcusip037833100)	155.8K	QoQ -5.33% (-8.8K) YoY -15.70% (-29.0K)	All Managers (Combined)	$34.6M	4.2% ($34.6M/$823.1M)	QoQ -16.03% (-$6.6M) YoY +9.19% (-$2.9M)
AMAZON COM INC(AMZNcusip023135106)	171.6K	QoQ -5.79% (-10.6K) YoY -17.98% (-37.6K)	All Managers (Combined)	$32.6M	4.0% ($32.6M/$823.1M)	QoQ -18.30% (-$7.3M) YoY -13.49% (-$5.1M)
Chubb Ltd(CBcusipH1467J104)	81.4K	QoQ -3.44% (-2.9K) YoY -4.88% (-4.2K)	All Managers (Combined)	$24.6M	3.0% ($24.6M/$823.1M)	QoQ +5.53% (-$1.3M) YoY +10.84% (-$2.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	25.8K	QoQ -1.28% (-337) YoY -10.71% (-3.1K)	All Managers (Combined)	$24.4M	3.0% ($24.4M/$823.1M)	QoQ +1.89% (-$452.9K) YoY +15.25% (-$3.2M)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	620.6K	QoQ -3.41% (-21.9K) YoY -4.15% (-26.9K)	All Managers (Combined)	$24.3M	3.0% ($24.3M/$823.1M)	QoQ +4.67% (-$1.1M) YoY +22.37% (-$4.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	145.3K	QoQ +50.54% (+48.8K) YoY +16.90% (+21.0K)	All Managers (Combined)	$24.1M	2.9% ($24.1M/$823.1M)	QoQ +72.63% (+$10.1M) YoY +22.55% (+$4.4M)
COMCAST CORP(CMCSAcusip20030N101)	641.2K	QoQ +18.76% (+101.3K) YoY +43.10% (+193.2K)	All Managers (Combined)	$23.7M	2.9% ($23.7M/$823.1M)	QoQ +16.77% (+$3.4M) YoY +21.81% (+$4.2M)
AbbVie Inc.(ABBVcusip00287Y109)	112.5K	QoQ -10.22% (-12.8K) YoY -0.69% (-782)	All Managers (Combined)	$23.6M	2.9% ($23.6M/$823.1M)	QoQ +5.84% (-$1.3M) YoY +14.26% (-$2.9M)
SOUTHERN CO(SOcusip842587107)	251.6K	QoQ -3.24% (-8.4K) YoY -14.44% (-42.5K)	All Managers (Combined)	$23.1M	2.8% ($23.1M/$823.1M)	QoQ +8.06% (-$1.7M) YoY +9.65% (-$2.0M)
CHEVRON CORP(CVXcusip166764100)	138.3K	QoQ +9.07% (+11.5K) YoY +8.94% (+11.3K)	All Managers (Combined)	$23.1M	2.8% ($23.1M/$823.1M)	QoQ +25.98% (+$4.8M) YoY +15.53% (+$3.1M)
Medtronic plc(MDTcusipG5960L103)	247.3K	QoQ -2.62% (-6.7K) YoY +8.01% (+18.3K)	All Managers (Combined)	$22.2M	2.7% ($22.2M/$823.1M)	QoQ +9.53% (-$1.9M) YoY +11.37% (+$2.3M)
GENERAL MILLS INC(GIScusip370334104)	364.8K	QoQ +6.84% (+23.4K) YoY NEW(+364.8K)	All Managers (Combined)	$21.8M	2.7% ($21.8M/$823.1M)	QoQ +0.17% (+$38.5K) YoY NEW(+$21.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	351.1K	QoQ -12.56% (-50.5K) YoY -14.27% (-58.4K)	All Managers (Combined)	$21.7M	2.6% ($21.7M/$823.1M)	QoQ -8.85% (-$2.1M) YoY +5.99% (-$1.2M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	186.1K	QoQ NEW(+186.1K) YoY NEW(+186.1K)	All Managers (Combined)	$20.5M	2.5% ($20.5M/$823.1M)	QoQ NEW(+$20.5M) YoY NEW(+$20.5M)
LyondellBasell Industries N.V.(LYBcusipN53745100)	285.5K	QoQ +190.66% (+187.3K) YoY NEW(+285.5K)	All Managers (Combined)	$20.1M	2.4% ($20.1M/$823.1M)	QoQ +175.52% (+$12.8M) YoY NEW(+$20.1M)
CUMMINS INC(CMIcusip231021106)	59.2K	QoQ -8.70% (-5.6K) YoY -21.54% (-16.3K)	All Managers (Combined)	$18.6M	2.3% ($18.6M/$823.1M)	QoQ -17.91% (-$4.1M) YoY -16.54% (-$3.7M)
NORTHWEST PIPE CO(NWPXcusip667746101)	448.5K	QoQ -0.68% (-3.1K) YoY -3.16% (-14.6K)	All Managers (Combined)	$18.5M	2.3% ($18.5M/$823.1M)	QoQ -15.00% (-$3.3M) YoY +15.32% (-$2.5M)
QUALCOMM INC/DE(QCOMcusip747525103)	119.3K	QoQ -3.28% (-4.0K) YoY -25.08% (-39.9K)	All Managers (Combined)	$18.3M	2.2% ($18.3M/$823.1M)	QoQ -3.29% (-$623.5K) YoY -32.02% (-$8.6M)